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adrianotb
Level 1

Am I right that the new Connect to Square app requires all transactions to be manually reviewed? The previous one didn't.

 
1 Comment 1
Jen_D
Moderator

Am I right that the new Connect to Square app requires all transactions to be manually reviewed? The previous one didn't.

I can share some insights about this Connect with Square app, @adrianotb.

 

When the Square transactions are imported and were successfully added in the register, this can't be undone manually. You'll need to remove or delete them one at a time.

 

Don't worry, I have a few options available for you to try in case you need to remove entries in the future.

 

If those entries to be deleted are added transactions from the Banking page, you can undo and exclude them. To do that, follow the steps below:

 

  1. Go to Banking menu, then tap the Categorized tab.
  2. Find the transaction and select the Undo link under the action column.
  3. Go to the For Review tab.
  4. Mark the box next to each transaction you want to exclude.
  5. Select Exclude from the pop-up at the top.

 

Excluded transactions are then moved to the Excluded tab, and won’t be added to QuickBooks or be downloaded again. To permanently delete duplicate entries, put a check mark on them, then hit Delete.

 

 

If it was already added in the register, you can manually delete them. The following link will guide you how to remove entries in QBO: Void or delete transactions in QuickBooks Online

 

Another option is finding a third-party deleter app to remove the data inside QuickBooks. Click this link to our site: QuickBooks Online Applications

 

If you have further questions about the processes in QuickBooks or the Square app, please feel free to post them here or mention my name. I'll be here to help you manage your QBO transactions. Have a nice day!

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